Financial advisors often turn to Zocks initially to save time on meeting administration tasks. However, they quickly discover an even greater benefit: the ability to be fully present during client meetings.
Advisors have long struggled to balance focusing on clients with capturing every personal and financial detail during meetings. With Zocks, our customers report being able to stay fully engaged during client meetings, confident that our AI note-taker is capturing all the important information in a structured, ready-to-use format.
You can try Zocks for free or schedule a 15-minute call with our Product Experts, who will walk you through the product and help you get started.
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